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Vanguard Russell 1000 Value ETF

321 hedge funds and large institutions have $3.92B invested in Vanguard Russell 1000 Value ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 99 increasing their positions, 99 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

4% more funds holding

Funds holding: 309321 (+12)

0% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 99

1.92% less ownership

Funds ownership: 63.36%61.44% (-1.9%)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

9% less capital invested

Capital invested by funds: $4.3B → $3.92B (-$384M)

Holders
321
Holders Change
+12
Holders Change %
+3.88%
% of All Funds
5.12%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.4%
New
40
Increased
99
Reduced
99
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
76
Osaic Holdings
Arizona
$5.82M +$417K +6,152 +8%
SAM
77
Silvercrest Asset Management
New York
$5.73M -$970K -14,312 -14%
ELI
78
Empire Life Investments
Ontario, Canada
$5.53M +$1.39M +20,491 +33%
BBNA
79
Bremer Bank National Association
Minnesota
$5.47M
KAS
80
Kestra Advisory Services
Texas
$5.36M -$214K -3,152 -4%
NA
81
NewEdge Advisors
Louisiana
$5.34M +$583K +8,610 +12%
CB
82
Commerce Bank
Missouri
$5.31M -$296K -4,368 -5%
SC
83
Savant Capital
Illinois
$5.25M +$103K +1,525 +2%
Mariner
84
Mariner
Kansas
$5.05M -$3.17M -46,844 -38%
IDA
85
Intelligence Driven Advisers
California
$4.81M +$178K +2,622 +4%
Principal Financial Group
86
Principal Financial Group
Iowa
$4.4M -$6.78K -100 -0.2%
CG
87
Corundum Group
Colorado
$4.37M +$1.5M +22,123 +51%
MAG
88
MRA Advisory Group
New Jersey
$3.72M -$105K -1,548 -3%
OCM
89
One Capital Management
California
$3.67M
LG
90
Leuthold Group
Minnesota
$3.43M
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$3.17M +$400K +5,902 +14%
MA
92
Mutual Advisors
Nebraska
$3.11M +$406K +5,990 +15%
AWS
93
Atria Wealth Solutions
New York
$3.09M -$31.6K -467 -1%
CCB
94
Country Club Bank
Missouri
$2.95M -$513K -7,565 -14%
TDWM
95
Topel & Distasi Wealth Management
California
$2.93M
AL
96
Aspiriant LLC
California
$2.93M
Creative Planning
97
Creative Planning
Kansas
$2.81M +$480K +7,084 +20%
CFA
98
Cahill Financial Advisors
Minnesota
$2.79M +$137K +2,024 +5%
FFP
99
FourThought Financial Partners
Florida
$2.7M +$39.5K +583 +1%
PAG
100
Private Advisor Group
New Jersey
$2.66M +$229K +3,375 +9%